- JPMorgan Chase (New York, NY)
- …on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical ... thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business +… more
- Binghamton University (Binghamton, NY)
- …Experience with online or hybrid teaching modalities. + Professional certifications such as CFA or CFP . + Familiarity with student-managed investment funds or ... stock market simulations. Visa sponsorship is not available for this position. Additional Information: Binghamton University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its… more
- US Bank (New York, NY)
- …- Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or… more
- BlackRock (New York, NY)
- …support clients and prospects . Create client-friendly versions of research materials **Requirements:** + CFA , CFP , JD, CPA or experience as a wealth advisor a ... plus + Minimum 5 years in wealth management, law firm, public accounting, or similar roles + Expertise in the following areas: + Asset allocation + Asset location + Portfolio theory + Risk + Strong knowledge in the following areas: + Income tax strategies +… more
- Citigroup (New York, NY)
- …and mediums + Bachelor's Degree required / Master's Degree preferred + CIMA, CFA or CFP (R) designation or candidate preferred **Job Family Group:** Private ... Client Product Services **Job Family:** Investment Strategy **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also… more
- Neuberger Berman (New York, NY)
- …66 licenses (required within the first 180 days). + Additional certifications such as MBA, CFA , CFP , or CIMA are beneficial but not required. + Proficiency with ... Microsoft Office and prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management, financial products, and services. + Exceptional written and verbal communication skills, with strong interpersonal and client servicing… more
- Charles Schwab (New York, NY)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA (R) designation holders, verified before hire)_ + Active ... the financial services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
- JPMorgan Chase (New York, NY)
- …and capabilities: + Advanced degree , alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) JPMorganChase, one of the oldest financial ... institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and… more
- T. Rowe Price (New York, NY)
- …+ Proven consultative sales results and sophisticated communication skills + CAIS, CIMA, CFP or CFA designation(s) FINRA Requirements FINRA licenses are required ... and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $133,000.00 - $240,000.00 for… more
- Bank of America (New York, NY)
- …team and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + ... Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail +… more